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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,389 | $138,075-79.4% | $123,552-77.0% | $135,379-79.0% |
| Participation rate | 35.3% | 84.7%-49.4pp | 82.3%-47.0pp | 82.6%-47.3pp |
| Annual return | -9.90% | 153.70%-163.6pp | 119.20%-129.1pp | 519.79%-529.7pp |
| Employer contribution / active EE | $1,365 | $5,152-73.5% | $4,628-70.5% | $4,779-71.4% |
| Participant deferral / active EE | $2,374 | $6,800-65.1% | $6,426-63.1% | $5,609-57.7% |
| Admin fee / account holder | $456 | $10,917-95.8% | $9,285-95.1% | $10,828-95.8% |